Jamille Oliveira Thomas

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 11/2024
  Jp Morgan Chase Bank, N.A.
  Mckinney, TX
• 03/2023 → 11/2024
  J.P. Morgan Securities Llc
  Mckinney, TX
• 05/2021 → 02/2023
  Cloud 9 Custom Cookies Llc
  Prosper, TX
• 02/2015 → 04/2021
  Unemployed
  Prosper, TX
• 01/2025 → Present
  Ameriprise Financial Services Llc
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-03-19
• S63 Uniform Securities Agent State Law Examination
  2023-05-18
• S65 Uniform Investment Adviser Law Examination
  2011-11-29

Other Names

• Jamille O Carvalho
• Jamille Oliveira Carvalho
• Jamille Oliveira Thomas
• Jamille Thomas